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Cloud ERP For Easy Access, Anywhere

Business software that’s easily navigable on your desktop is not always as easy to use in other platforms. You shouldn’t be relegated to working from a specific location to access in-depth reporting, but you also shouldn’t need to undergo a whole separate training course just to use a mobile or web version of your financial accounting tool.

The Financials module by SMB Suite is consistent, regardless of from where you’re accessing it. The web client is almost indistinguishable from the desktop client, both in appearance and functionality. Anything you need to do on the desktop tool, you’ll just as easily be able to do through the web client, and vice versa.

ERP Reporting For Executives

As an executive, you’ve got a lot on your plate. You oversee the day-to-day operations of your business while paying attention to the details. You need business software that grows with your company — an ERP solution that simultaneously allows you to oversee big-picture items and drill down to see the finer details.

SMB Suite’s Financials module offers a unique executive dashboard experience. It gives you powerful insight into the performance of your business, complete with in-depth metrics and data in an interactive report format.

Flexible Wholesale Distribution Pick-And-Pack

Flexibility and accuracy are key when it comes to wholesale distribution pick-and-pack fulfillment and shipment procedures. If fulfillment systems require numerous programs and multiple steps, you’re wasting valuable time and sacrificing productivity. You need a single business management solution that seamlessly takes you from purchase order to shipment.

With SMB Suite’s all-in-one Wholesale & Distribution tool, you’re alerted to daily orders, the inventory that corresponds to them and any special attention you’ll need to dedicate to fulfilling them. Instead of scrambling to find the right items to fulfill an order at the last minute, the SMB Suite portal guides you through the process so your time is used efficiently on the orders that need it.

Wholesale Distribution Business Management Software

The high volume of inventory in wholesale and distribution applications is a challenge. You need a business management solution that’s specifically designed to handle your time-sensitive and inventory-heavy transactions so you’re not sacrificing productivity when you’re filling orders.

The SMB Suite Wholesale & Distribution Foundation is a fully functional suite of business management software that’s ready to integrate with your ERP and ecommerce systems to provide maximum productivity. The software includes:

• Enhanced Inventory Management
• Purchase Order Processing
• Sales Order Processing
• Bill Of Materials
• Integration Manager Distribution Module

ERP Software to Identify Past-Due Customers

Financials are complicated, but important. You need financial accounting software that’s accurate, comprehensive and easy to understand — plus, it should have reporting capabilities that seamlessly integrate with familiar tools like Microsoft Office.

SMB Suite’s Financials Foundation is an all-in one cloud ERP and financial accounting solution. With a configurable interface, SMB Suite allows you to recognize and deal with past-due customers with letter templates, account holds and a range of alert options.

Customizable ERP Reports

Your business is multifaceted. You need a comprehensive business solution that enables you to create dashboards and ERP reports that are relevant to each aspect of your organization.

SMB Suite’s Financials module allows you to create role-based dashboards for all your employees’ needs, focusing on accounting aspects, CRM and more. Make sure your most relevant and timely information is easily accessible by customizing your dashboards to include new tasks, upcoming deadlines and interactive reports.

Opportunity Mining: Using CRM to Find More Business Opportunity

Customer Relationship Management (CRM) has typically been viewed as a technology and not as a tool for greater opportunity. As such, much of the focus of business is on the evaluation, acquisition, implementation, cost, and management of a CRM system – instead of how to use CRM as a key tool for the mining of new opportunities.

How does CRM help you find more opportunities? How is CRM an effective mining tool? The answer to both these questions can be answered in a simple sentence, “By helping you create more loyal and satisfied customers.”

Let’s take a look at  how you can “mine” new opportunities – even from your existing customers and current operations – by using CRM to accomplish the following five activities:

  1. Find and Nurture Your Best Customers: Many businesses focus on the customers that buy the most, thinking that revenue equals success. In the end however, it’s loyalty, satisfaction, and profits that equal success. CRM identifies the most loyal and profitable customers and gives you the tools needed to nurture those relationships into more opportunities for your company.
  2. Align Goals: When your customer service and value align with your customer’s goals, the outcome is a ‘win-win.’ CRM captures, aligns, and assigns customer’s goals within your organization to maximize your relationship and opportunity capture.

Seamless Integration of Sales Management Software

Between salespeople, management and overseers, many hands touch your sales and sales pipeline. While this is great for quality management and control, each handoff opens up the opportunity to lose information in the transfer. You need a sales management solution that keeps every user abreast of changes to avoid mistakes, inventory errors and duplicate entries.

With the CRM Sales Foundation package by SMB Suite, your business management software is completely integrated with Outlook and your other Microsoft Office reporting tools. Real-time updates and refreshes span every platform you’re working on and include every task, from quote requests to management approvals.